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Wilmington Trust Investment Management’s Xcel Energy XEL Stock Holding History

Wilmington Trust Investment Management’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-7,430
Closed -$226K – 402
2014
Q1 		$226K Sell
7,430
-4,100
-36% -$120K 0.05% 343
2013
Q4 		$322K Hold
11,530
– – 0.06% 266
2013
Q3 		$318K Hold
11,530
– – 0.07% 255
2013
Q2 		$327K Buy
+11,530
New +$345K 0.07% 263

Other funds holding XEL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wilmington Trust Investment Management's XEL Position: Q2 2014 in Review

Wilmington Trust Investment Management sold out of Xcel Energy (XEL) in Q2 2014, closing a stake of 7,430 shares — an estimated $226K sold.

Wilmington Trust Investment Management first reported a position in XEL in Q2 2013 and held it in 4 quarters. The position peaked at $327K in Q2 2013. 504 funds tracked by Wall St. Rank hold XEL as of Q2 2014.

  • Wilmington Trust Investment Management reported no remaining Xcel Energy position as of Q2 2014 after selling out during the quarter.
  • Wilmington Trust Investment Management sold 7,430 Xcel Energy shares in Q2 2014, an estimated $226K.
  • Wilmington Trust Investment Management first reported a position in Xcel Energy in Q2 2013 and held it in 4 quarters.
  • Wilmington Trust Investment Management's Xcel Energy position peaked at $327K in Q2 2013.
  • 504 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2014.

Based on Wilmington Trust Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.